In this episode, George Ladds sits down with Benji Dawes, co-manager of the Premier Miton UK Growth Fund, to explore why UK equities, particularly small and mid-caps, may offer one of the most compelling opportunities for long-term investors.
Benji shares his unique journey from studying anthropology to becoming a fund manager, explains the fund’s three investment pillars —quality, valuation, and growth —and discusses how his holistic perspective helps him assess businesses in context.
We dive into:
Why UK companies remain undervalued despite strong fundamentals
The importance of understanding management teams and incentives
How small & mid-caps can generate alpha over time
Real examples from holdings such as Cranswick, Wise, and M&S
What makes London a hub for AI and fintech innovation
Benji also reflects on the importance of process, partnership, and keeping an open mind as an investor.
👉 Tune in for an honest, insightful look at UK equities and where opportunities lie today.
Book: The Opposable Mind - Roger L Martin
Disclaimer: This conversation is for information only and isn’t investment advice. Past performance is not a guide to future returns. Investing involves risk, including loss of capital.